Favorites feature
Does anyone know if it is possible to report or be alerted when records marked as Favorites have a specified related record created?
For example, a Contact marked as a favorite has an Opportunity created on their Account....or a Contact marked as a favorite has a Campaign Member record created for them...is it possible to have alerts when these new related records are created?
Hoping there is a native lightning feature for this...but if not, is Favorite a feature that can be used in Process Builder?
3 Kommentare
Hmm, interesting idea. I don't think there's a way to do it right now, unfortunately. Please post it on IdeaExchange and we'll be happy to consider it! We've internally discussed having Chatter Streams be able to support a stream for all of your favorites, so it would theoretically turn activity on those records/items into a feed for you to follow.